How this lending option works
Lending decisions can intersect with tax, ownership, contracts, asset protection and property due diligence. Our role is to coordinate the lending work with the client's existing professional advisers—not to provide advice outside our qualifications.
- Accountants and business advisers
- Solicitors and conveyancers
- Property and valuation professionals
When adviser coordination matters
Coordination is particularly important for trust and company borrowing, SMSF property, commercial purchases, development projects, business acquisitions and transactions involving guarantees or multiple properties. The structure should be confirmed before contracts are signed or entities are established.
Who does what
Accountants and tax advisers address tax and entity implications. Solicitors and conveyancers advise on contracts, ownership and legal risk. Buyers' agents and property professionals assist with acquisition and due diligence. We assess funding strategy, lender policy, loan structure and the application process.
Your adviser can remain at the centre
We are comfortable working with your existing accountant, solicitor, financial adviser or property specialist. Where a required discipline is missing, we can explain the type of adviser needed, but you remain free to choose whom you engage.
Common questions
Do I have to use a BYRONS accountant or referred adviser?
No. We can coordinate with your existing advisers. Any referral relationship should be disclosed where relevant, and the choice remains yours.
Can my broker advise which entity should buy a property?
A broker can explain how lenders treat different borrowers and entities, but tax, legal and ownership advice should come from appropriately qualified advisers before the contract is signed.
Why should advisers speak before the application?
Early coordination can prevent a loan being assessed in an entity or structure that does not match the intended legal, tax or investment outcome.
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